Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Where to Find 4 Types of Wealthy Clients
By Bryce SandersPotential clients can be broken down, broadly, by how much they have and how much they earn.
October 23, 2024
Advisors Encourage Clients to Create Estate Plans, but Many Don't Have OneA quarter of advisors not affiliated with Trust & Will have no estate plan, a survey finds.
October 23, 2024
Roth vs. Traditional IRA Investments: Don't Let the Tail Wag the DogTaxation matters in a retirement portfolio, but it's not the only factor, Ed Slott and Jeff Levine say.
October 22, 2024
IRS Reveals New Tax Rates, Deductions for 2025The tax year 2025 adjustments generally apply to income tax returns to be filed starting tax season 2026.
October 14, 2024
Term Life Applications Rose 14% in SeptemberAs for universal life? You don't want to know.
October 09, 2024
5 Things Advisors Should Know About the Great Wealth TransferA large share of potential inheritors plan to hire an advisor, a new survey finds.
September 27, 2024
4 Big Takeaways From a Year of PodcastingI talked to an array of experts about annuities and the tricky challenges of retirement income planning.
September 26, 2024
Researchers Put Americans' Retirement Literacy to the Test. The Results Weren't Pretty.Average scores on a retirement income literacy quiz were disappointingly low, but those with advisors did somewhat better.